SAM

UsedState7381

Right at the end of the Executive Order: >(d) The costs for publication of this order shall be borne by the Department of Health and Human Services. https://www.whitehouse.gov/presidential-actions/2025/12/increasing-medical-marijuana-and-cannabidiol-research/ HAHAHAHAH 😆 😆 😆 😆  FUCK YOU SAM AND KEVIN SABET, TRUMP JUST FLIPPED YA ASSES OFF WITH THIS 🤣🤣🤣🤣

ComprehensiveKiwi489

learnaboutsam twitter President Trump intends to finalize the Biden-era rule to reschedule marijuana from Schedule I to III. Read SAM President and CEO Dr. Kevin Sabet’s statement. “This rule, if finalized, will herald a public health disaster."

MatrixOrigin

lol SAM and their cronies are so damn pathetic

manualCAD

Correct. There will always be "say no to drugs" people out there who will donate money to SAM.

volckerwasright

In this specific instance he is coping hard. In the broader sense, SAM does benefit from marijuana becoming normalized so long as they are positioned as the main prohibitionist group.

ComprehensiveKiwi489

Kevin Sabet (and the rest of SAM) should be forced to watch the event tomorrow with their eyes taped open.

theduderino38

My bullish indicators are inverse with SAM, the more desperate they are, more bullish I am!! Kick rocks Mr. Sabet and your old tired reefer madness talking points.

Cool_Ad_5101

Good. Dracarys SAM Dracarys you corrupt toad 

noobstockinvestor

SAM is getting desperate. They are asking people to call the Whitehouse and tell Trump not to reschedule. We know this feeling all to well... How many years have we called schumers office to pass safer? They finally know how we felt for years. Let them understand our pain

AirportMaterial5917

googl lit up my port, like the fourth of julyyyyyy, HEY UNCLE SAM

IllCamel5907

This makes the democrats look so impotent. Letting the DEA (with SAM's help) intentionally bog down the rescheduling process was so fucking pathetic. Trump is obviously (to me at least) a corrupt, piece of shit person, but (right or wrong) the guy gets shit done, makes things happen. I can understand that is part of the appeal of the guy with his supporters. Can our next president also be a man of action, but without the embarrassing and obviously corrupt behavior? Please?

BoJo_Nose6969

It's literally all this sector cares about.  ER mean nothing, M&A means nothing, TAM/SAM nothing.  So yeah we need the freedom to speak on the regs / politics.

randomusername0000

Good point. Also exposes the incredibly short memory of the money in the game RN. SAM capitulating was probably the most bullish signal we've seen thus far.

Competitive-Ant2876

He’s never been right either, ironically the person who’s has been the most accurate is SAM. Which is pretty shitty to say.

kavinh10

and most importantly SAM, if kevin Sabat is responding to it I can't think of anyone more reliable and vehemently hopping it doesn't happen. He called back when Biden announced rescheduling a few years back too.

iamtracefree

SAM is tiny for such a high cape biz.

WollopDollop

He'd not be rescheduling via EO, he'd be directing DOJ/DEA to terminate the hearing and move to final rule. At least that's the more appropriate route to go. Then it will be challenged legally (SAM, etc.) as to whether the CSA allows for the hearing to be canceled. That's debatable and there are admin lawyers who think it's OK to do so, especially given the circumstances and record established. I agree while this is challenged there may be enough of a push for Congress to just get it done, though Johnson trying to talk Trump out of it isn't a great signal. Then again, maybe Johnson is privately telling Trump they are war crimin' it up while he publicly supports a second strike on stranded survivors. Politics baby!

jgooody

SAM Twitter account in full panic mode

randomusername0000

Kevin Sabet from SAM capitulated on twitter and said Trump is moving ahead with S3.

Veganlightbody

what did the SAM guy say? I can only see what Cern*vich said

KAI5ER

Oh look, another twitter rumor. This ones just SAM replying to some out of touch dude, (not allowed to post twitter links anymore.)

cfaawlday

Where is the bidding war for $SAM?

eyerollingsex

_SAM ALTMAN EXPLORED DEAL TO BUILD COMPETITOR TO SPACEX: WSJ_ Bro wants to be Elon so bad

Minimalphilia

No. FB did not exist, Amazon and apple both actually sell something people want to buy. 95% of this bubble is not on the back of AI, it is on the back of very specific AI, generative ai. Oh accounting will be revolutionized, no doubt, but solid accounting ai, which already existed years ago, is not part of the huge pile of shit with a bow we are currently served as gold. If Chat GPT will actually pull of a revenue of 300 billion, that will mean they have to repay a dept of 1.2 Trillion. Again: THE PRODUCT WILL NEVER BE ABLE TO DELIVER WHAT IT PROMISES, BECAUSE IT IS FUNDAMENTALLY NOT BUILT ON THE PREMISES REQUIRED TO DELIVER AND EVEN IF IT DOES THEY WILL STILL BE A TRILLION DOLLARS IN THE HOLE SOMEONE HAS TO PAY BACK AND IT WILL BE EVERYONE **BUT** SAM FUCKING ALTMAN!

manualCAD

Why do I feel like SAM is behind some of this media blitz....

Shot-Ground-9898

Why in tf would META open source SAM 3? Does that mean they have something even better behind the scenes? Zuckerberg is really cooking up something insane. Or my whole position is going to turn to ash. It’s own or the other. 

marmaviscount

You're delusional if you think meta isn't leader of the VR space, the stuff they've been creating recently is incredibly impressive and set them as the go-to for large industry and giant corporations which is going to pay off long term whatever happens in the market. Maybe you're not using VR yet but a lot of industries and organizations are, the casual user base keeps growing too as hardware improved and gets cheaper. With ai they have pytorch for a big start then all the models they're working in, sure llama isn't the best open source model anymore but it's great for it's use cases. The other more interesting niche models like SAM 3D are what they're doing really well at, making actually useful tools that go beyond just scaling. Stuff like Grand Tetron is really cool and shouldn't be dismissed as an important AI development simply because they're not an LLM.

marmaviscount

Meta has continued to make hugely impressive AI tools, they're not really focused on the same things as Google and open AI but stuff like SAM especially the 3d one could be just as significant in what they make possible

Hyackkkktu

Overreaction to tpu is affecting nvda Nvda ain't going anywhere. SAM of TPU is not as much as GPU

Day-Chicken

Congrats to all the dragon peeps. Been watching your DD...while this sub is 90% trash... the 10% that is gold is sure to shine. DFLI will have a long run. They are starting to ping hard on the DoD and GSA radar as well. Seeing language in RFP's in SAM that points to DFLI. Might join you all.

Common_Sense

Literally nobody dislikes Google these days. There's your bear case right there. I even feel silly typing this. Hell, I own Google, just not very much because its multiples are higher than normal (not without justification) and I've learned to expect a regression to the historical average. While the rest of the AI trade has be subject to a frankly hilarious amount of scaremongering bullshit in recent months (and years), Google has be spared. A year or so ago they were a laughing stock, Bard sucked, they were facing monopoly charges, none of their big new projects (Waymo, TPUs) had clearly proved itself to have succeeded. Now it all seems to obvious. Gemini, Antigravity, Nano Banana, they're all hits. Hell, they even got the Buffett nod. There is no bear case now and everybody knows it. But is Google that much better than the competition? Or are they just the ones who most recently released tech showing the state of the industry and so, like OpenAI with ChatGPT years ago, enjoying being the first to show up at this stage? Nobody is talking about Meta's SAM 3, although it is impressive. The new Sora got almost exclusively negative press although again, it would have been earth shattering a year ago. It's true that GPT 5.1 hasn't impressed, just like GPT 5 didn't, but OpenAI has been focused on making their free tier product more efficient in response to criticisms about burning cash, and not so much about improving performance (although their paying corporate client list continues to grow). Google is alone in the limelight, but it's not easy to say how much of that positivity is due to their exceptionalism, their release schedule, and mere investor sentiment vibe checking the various players in the industry. We don't know how much of their AI is trained on TPUs and how much on GPUs. The numbers aren't public from either Google or Nvidia's side. We know Waymo is proven tech, but we don't know how far from profitability it is considering its use of expensive sensor technology that may not scale up. The argument against search is well known, but its forecasted decline has not materialized at all. I hate it when people say "yet" like they know what's going to happen despite having been wrong so far, so I won't say "yet". I've always liked Google but wrote them off last year because their price action was lagging and I am not a patient, long-term investor. Now it's just the opposite. They seem invulnerable, trading at a premium to their own historical multiples, while everybody else is getting cheaper. Maybe that will continue, but I thought what was happening two months ago would continue, too. Google is the one AI company people still feel comfortable being unreservedly positive about. But what is positive about them is not exclusive to them. The big risk in buying Google now has nothing to do with them, but with their maligned competition proving to be momentarily underrated. When people realize that no, Nvidia isn't a scam, and Meta isn't finished, and Microsoft doesn't have Sam's anchor tied around their feet, etc. some of capital recently allocated to safe-and-sound Google will leak back out into their frankly very similar competition. But what about circular finance? Inside of a conglomerate like Google, there are many circles, but we don't glimpse them. Google bought highly unprofitable DeepMind years go, and now they're just part of the conglomerate. But are they a profit center for the business? Who cares. It doesn't matter. Overall the whole is working out. Just like it is for Microsoft. The entire industry is becoming an anti-competitive cartel. The distinctions between these companies are blurring just like those between different parts of the same corporation. That should worry customers, but it is the best possible outcome for investors. The worst thing that could happen to us is a cutthroat competition that devolves into price cuts that erode margins. That is the opposite of what is happening. It's a very good thing for shareholders that all these companies are so buddy-buddy. But because they are, it would be an error to single out one as the winner and write the others off. They're all going to make it. The capital will slosh around between them... like a circle...

jensenskawk

LMAO There are AI CAD, AI PCB design startups already. Even Autodesk is all in on generative design. Meta's SAM3, Hunyuan3D, DeptAnything etc etc etc is augmenting the space. You have no idea what you are talking about.

iMakeGOODinvestmemts

$GOOGL $MSFT SAM ALTMAN TOLD COLLEAGUES LAST MONTH THAT GOOGLE’S RECENT PROGRESS IN AI COULD “CREATE SOME TEMPORARY ECONOMIC HEADWINDS FOR OUR COMPANY" OPENAI’S TECH LEAD IS NARROWING AND ITS CASH BURN PROJECTIONS HAVE RAISED QUESTIONS AMONG INVESTORS: THE INFORMATION _____________________________ this is actually really bad for the market.... no more circular financing, soft bank is crashing, openai burning investors money. ALL WHILE $GOOGL trained gemini 3 internal on TPU chips, created a $155B backlog in cloud with $55b annual revenue, search growth again and gemini integration expected to add $5b a year in 2025. Apple paying Google for gemini, Meta about to sign a Google gemini deal. Free money folks. Never doubt sundar, demis, sergey and Co. LETS FUCKIN SEND IT!

iMakeGOODinvestmemts

$GOOGL $MSFT SAM ALTMAN TOLD COLLEAGUES LAST MONTH THAT GOOGLE’S RECENT PROGRESS IN AI COULD “CREATE SOME TEMPORARY ECONOMIC HEADWINDS FOR OUR COMPANY" OPENAI’S TECH LEAD IS NARROWING AND ITS CASH BURN PROJECTIONS HAVE RAISED QUESTIONS AMONG INVESTORS: THE INFORMATION UH- OH this is actually really bad for the market.... no more circular financing, soft bank is crashing, openai burning investors money. ALL WHILE $GOOGL PRINTSSS LETS FUCKIN SEND IT

AugusteToulmouche

> *SAM ALTMAN TOLD COLLEAGUES LAST MONTH THAT GOOGLE’S RECENT PROGRESS IN AI COULD “CREATE SOME TEMPORARY ECONOMIC HEADWINDS FOR OUR COMPANY": THE INFORMATION > *OPENAI’S TECH LEAD IS NARROWING AND ITS CASH BURN PROJECTIONS HAVE RAISED QUESTIONS AMONG INVESTORS: THE INFORMATION I really want Google to win the AI race but only because Sam, Zuck, and Elon all have a god complex that cannot be fed into. But also because it would be really fucking funny.

IllCamel5907

>Corrupt how? SAM was colluding (conspiring) with the DEA during the process to try and sabotage it from the very beginning. Absolutely corrupt.

KaleidoscopeNo828

Im not buying now , because it’s not still over! Remember TAX season is coming and uncle SAM is waiting

KAI5ER

You’re drawing the wrong conclusion from the bill. The bill didn’t reaffirm THC illegality, it targeted *synthetic intoxicants* (Delta-8, Delta-10, THCa conversion mills) that EVERY stakeholder has been begging Congress to shut down for two years. If they wanted to crack down on THC, they could have done that too. They didn’t. They left all regulated cannabis untouched. And yes, the loophole closing sucks for people in prohibition states that part’s true. But politically, that actually *increases* pressure on those states to finally create medical or adult-use programs. It stops giving lawmakers the excuse of “they can get their weed already.” It forces them to deal with reality instead of hiding behind hemp slop. Also the idea that Democrats won’t vote for positive cannabis reform just isn’t grounded in evidence. They’ve passed SAFE in the House multiple times, supported rescheduling, pushed HOPE, GRAM, STATES 2.0, and half their caucus openly campaigns on legalization. If anything, they would get crucified by their own voter base if they *didn’t* support cannabis reform the only consistent friction point has been when people try to tack on **social-equity amendments** that tank GOP support. (the ol' poison pill) Nothing in it suggests reform is dead. If anything, it cleans up the landscape right before rescheduling lands. and we needed the hemp loophole closed. It was 90% of the talking points of SAM on overdose, and general irresponsibility.

cfaawlday

Short $SAM is always free money 💰 🤑🤑

ImmySnommis

Sometimes a company's "story" no longer identifies with a stock I'm good holding. I don't mean this in a trading sense, I mean it's not in the right spot to match my risk tolerance or some other factor. So maybe I sell it after several years. As an example, I used to own quite a bit of SAM. After several years of solid growth the stock looked expensive so I sold. Used that "dry powder" to buy into MSFT which I'm still holding. Time in market doesn't mean you have to hold absolutely every stock you buy forever.

LandStander420

Buying back shares means they want to see explosive share price growth, (when and if that day ever comes.) SAM has traded as high as $1200 on 2 billion in annual revenue. SAM’s float is like 10 million shares

UsedState7381

SAM continues to win...

SiriusBlackLives

In a vacuum, closing the hemp loophole is good for existing MSOs. That said, it sends the wrong message for a sector that is desperately waiting for positive regulatory relief. Others made this point last night, but when SAM is celebrating the change that they specifically help word…that should tell you all you need to know. Could this change be leading into S3? Sure, but at this point I’m not holding my breath.

KAI5ER

Sabet has claimed he won. No real proof SAM had anything to do with this.

TroubledAcorn

He did champion it. If this is what SAM wants you guys might want to careful celebrating it.

UsedState7381

They do not need to do *anything* involving *Alex Berenson, unless you want them to recriminalize cannabis federally and end all state legal programs. Them giving ears to fucking SAM is bad enough as it is.

Kbarbs4421

Ah, gotcha. Yeah, the rhetoric on this will be prohibition. Whoch will likely emboldened the SAM fraction of the world. Fair point. No clue what to make of this. I've come to believe hemp is the most likely path forward on cannabis. This doesn't really change that. I could easily see this playing out as follows: "close" the loop hole a year out, write the regulated rules in the interim, hand the keys to big sin.

noobstockinvestor

My thoughts as well. They should regulate not prohibit - Canadian names are showing some growth, have liquidity, stronger balance sheets and not handcuffed by an uncertain regulatory environment. We should be against anything SAM is cheering for.

KAI5ER

Looks like SAM is the most credible influencers we have... AGAIN. 'JUST IN: Our hemp ban language is IN' [https://x.com/LukeNiforatos/status/1987608598332207272?s=20](https://x.com/LukeNiforatos/status/1987608598332207272?s=20)

whatsAbodge

SAM

arbitraryBlue

Those of us who bought calls will be rewarded. FUCK SAM ATMAN

Constant_Story8217

SAM trending ticker 🤣

lil_Senshi

Yes you can… stealth jets aren’t completely invisible on radars for one… IR tracking missles can do it, and SAM’s can do it Bucky. You seem like you lost a lot of money today😂

MatrixOrigin

It's getting SAM's panties wet.

Ornery-Turn-373

$SAM down another 10% this week. Unreal.

Senior_Professional4

What ticker will openai have? OPEN is obviously already taken and OPAI feels too on the nose. Maybe just SAM

rottenfence

Na I’m thinking it will be $SAM

hambone_83

>You said Biden's plan was to use it for the election. But then it was not used for the election. I don't understand this. But it was, Harris ran on a platform to continue the process to get it rescheduled and then even went a step further saying she would fully legalize it when it looked like she was going to lose. >Either Biden didn't actually have that power (and thus blame lies with the DEA) or he did have that power and just chose to not execute the plan you are saying he put into motion. This just does not make logical sense. HHS and the science was in favor of rescheduling. The comment period was overwhelmingly in favor of rescheduling. Then DEA sabotages it when the process had evidence it should be done. A DEA that Biden's administration is in charge of. I could understand if HHS doesn't recommend and the comment period was bad that the DEA drags their feet or whatever. But in a process that was looking good they purposefully got in the way. Biden doesn't have to step in and control the outcome but he sure as shit should have controlled that the DEA was unbiased and treated it fairly. Adding unnecessary steps, limiting advocacy witnesses, allowing SAM to put language in what goes onto the record. Biden definitely has power over the conduct of his agencies. >It's your opinion what you think was going on internally in Biden's administration. You are expressing an opinion on where the blame should belong. >When you express a political position in a public forum, you can expect others to chime in with their own opinion. Go ahead I'm not stopping you. Just pointing out that Biden has fault in the process not being finalized (either good or badend result) under his watch. Whether it was used for votes is right or wrong does not matter, what matters is it wasn't done and he and his administration have contributed to that.

volckerwasright

One of the SAM guys posted a picture with Bernie Moreno yesterday, the GOP lead on SAFER banking. Note the logo, Nelson Mullins. Seemed ominous until I looked at the Nelson Mullins account, now I believe the SAM guy staked out a digital currency conference just to get a picture in the hallway. https://x.com/LukeNiforatos/status/1983264231748186377 https://x.com/NelsonMullins/status/1978198141275893766

LiberalAspergers

Do you know what a MLRS is? The Chinese versions are the PHL 19 and the WS series. All of Taiwan is in range of theae from the mainland, and there arent enough SAM's in the world to stop a sustained MLRS barrage. Yes, the PLA artillery corps can destroy ever fab in Taiwan in 15 minutes or less. This isnt news, every war game study the military ahd done for decades has acknowledged this. If you dont know this, you really shouldnt get involved in conversations you have no knowledge base about. And the fabs in Arizona arent even in real production, and will take about 6 more years to reach full capacity, at which point they will represent about 4% of TSMC's full capacity. So yeah, the other 96% of their advamced chipmaking is irrlevant at that point. Smh.

Ceyenne18

F*K U SAM! choose something that is IN my port!!

Tiaan

AV and his "cannabis trading group" are really insufferable nowadays. It's so easy to tell when they're in "pump" vs "dump" mode. For example, now they're in "dump" mode, so all of his tweets are now about how nothing will happen until next year, how anyone who says otherwise is wrong, how MSOS is going back under $2.5 without any headlines, how it's impossible for us to break $6 without news (of course after he and his group sold all of their holdings at around $6 A few months ago they were in "pump" mode, and back then S3 was coming at any moment according to him, he even tweeted out "S3 is happening, I wont delete this tweet" which he now claims was a joke/parody of SAM. Yes yes we get it, AV and his expert weed trader group members like WolfofWeedStreet and Doug Kass are genius weed traders and the rest of us are just idiot retail. At this point I just ignore the nonsense coming from him

Jazzlike_Big5699

ASST was acquired by Strive Asset Management (SAM) through a reverse merger. ASST was a separate company and not a part of SAM until this reverse merger occurred. SAM is using ASST as a public shell + bitcoin treasury. You could imagine that SAM's value is not currently priced in, and won't be until the merger is executed successfully. This makes ASST extremely undervalued at this point in time.

sigizmundfreud

Market Cap is still tiny versus a projected 2035 $600B autonomy pool (McKinsey) and is even small versus Aurora’s near-term SAM. You don’t need monopoly outcomes for multi-bagger math; low-double-digit share over time can justify multiples of the current cap. See their IR deck: https://ir.aurora.tech/_assets/_aea05bc7e00b8acfa22bc54ae529f699/aurora/db/937/9974/pdf/Investor+Presentation+-+July+2025.pdf

Simplylegalize

Mconnell did multiple times. The republicans have a lot of blame obviously. But it is not 100%. And you are funny because you can’t blame any responsibility of the democrats. 1) Why did Joe Biden have 4 years to get rescheduling done? And not get it done? Why was Anne Milgram purposely delaying it until after the election? Why did she refuse to sign the order and why was she colluding with SAM? 2) Why did Merrick Garland say that they were to do something on marijuana and then wait over a year to start rescheduling? Why didn’t he sign a garland memo to protect marijuana companies? 3) Corey Booker was to “lay down” to block safe. He was quoted as saying it would have been easy to pass safe years ago if democrats wanted to. There was one year when Schumer took it out of a bill purposely that was passing early in the year. It was either 2022 or 2023. As I stated before Mconnell was to blame for basically all times safe was taken out bills but this time was Schumer’s fault. And they refused to back down on social equity stuff. Maybe rightfully so but they obviously didn’t care a ton about passing safe. You are an unserious person lol people who are so blinded by politics that they can’t admit the truth are funny to me. That is you.

Ornery-Turn-373

$SAM has been the perfect short 👌

GeoLogic23

Stop thinking about share price. Market cap is all that matters. Double check my quick math here: **SAM at $1200 is approximately equal to GTI at $60.** SAM at $1200 is about $13B market cap. GTI at $60 is about $13B market cap. GTI at $1200 is about $275B market cap. **GTI at $1200 would make them similar in value to Coca-Cola.**

LandStander420

It seems as if GTI is trying to mirror SAM, which is a very good thing. SAM was $1,200ish a share for quite a while. I would love to get $1200 a share for my GTI. Crazy? Impossible? Probably, but I can dream.

GeoLogic23

This is where it is extremely extremely important to understand market cap. GTI is around $7 a share. SAM is around $220 a share. However GTI and SAM are much more similar to each other when you actually look at market caps. GTI is around $1.7B market cap. SAM is around $2.4B market cap.

LandStander420

Amazing fundamental too. If someone said compare GTI to a company outside of this sector I’d say SAM. And they’re trading at $236 a share last check

KAI5ER

SAM is running on fumes. I don't see them existing in their current form for much longer.

Defiant_Regular3738

But SAM (Synthetic Adult Male) Altman (Alternative to Man) has the touch and will likely have it until he dies. If you bet on him on every venture and some fail you’ll still come out ahead. They will make this into something just because of the money and value to the AI and adjacent industries. The price is way too expensive. $4 for $12 calls last year seemed to high to me, but my logic isn’t the logic of the collective market. So far anyone going long term short since 2020 has gotten destroyed. There’s too many growth industries booming right now, money and credit seem abundant, financial products are “democratized” like never before, if only accessible. You have crypto currency which creates its own economy. And society and the market has shrugged off multiple cataclysmic events like it was nothing. Unless there’s systemic failures in some industries and people start starving in the West, or a major hot war between US/Nato and China breaks out, I just don’t see what event would cause a prolonged market collapse. In sentiment, by the data and indicators, in my gut and in my nutsack I feel this is all a big fucking disaster waiting to happen, but I’ve been proven wrong for going on six years low. And to make it better the premiums to go long and short on stocks like this are fucking outrageous and premium alone will bleed you dry. Don’t short these stocks. If you think it’s that ready to fail just step aside and preserve your money. Maybe buy boring low PE dividend stocks and just hang out until this doomsday event happens, but don’t give your money to these assholes.

MasterElite1

>SAM ALTMAN SAYS OPENAI WILL ALLOW EROTICA FOR ADULT USERS - AXIOS Why watch real free porn when you can watch fake free porn

PatientBaker7172

SAM ALTMAN SAYS OPENAI WILL ALLOW EROTICA FOR ADULT USERS. I am seeing 69 everywhere

Swimming-Tutor2729

Congratulations… KNOW PAY YOUR TAXES UNCLE SAM IS KNOCKING BETTER SURE HOPE THE BRACKETS IS SMALL

Proper_Winner4968

ARSMF jsut got a 5 year DLA grant thats not publicly announced yet. Opens in 3 minutes.. Edit: Here is the contract: SAM.gov Here is the Ares post . No official press statement yet to be found. Most certainly due to contractual obligations. : ARES Strategic Mining Inc. on X: "⚡AI data centers demand big power, and @aressmining is proud to be included in the @ENERGY $3.4B program to expand U.S. nuclear energy capacity. The nuclear fuel cycle, from conversion to enrichment to fuel fabrication, could not happen without fluorspar. @business forecasts" / X

Proper_Winner4968

ARSMF jsut got a 5 year DLA grant thats not publicly announced yet. Edit: Here is the contract: SAM.gov Here is the Ares post . No official press statement yet to be found. Most certainly due to contractual obligations. : ARES Strategic Mining Inc. on X: "⚡AI data centers demand big power, and @aressmining is proud to be included in the @ENERGY $3.4B program to expand U.S. nuclear energy capacity. The nuclear fuel cycle, from conversion to enrichment to fuel fabrication, could not happen without fluorspar. @business forecasts" / X

Ornery-Turn-373

$SAM gone down every day for 5 years straight….

Proper_Winner4968

ARSMF jsut got a 5 year DLA grant thats not publicly announced yet. Opens in 3 minutes.. Edit: Here is the contract: SAM.gov Here is the Ares post . No official press statement yet to be found. Most certainly due to contractual obligations. : ARES Strategic Mining Inc. on X: "⚡AI data centers demand big power, and @aressmining is proud to be included in the @ENERGY $3.4B program to expand U.S. nuclear energy capacity. The nuclear fuel cycle, from conversion to enrichment to fuel fabrication, could not happen without fluorspar. @business forecasts" / X

Proper_Winner4968

ARSMF jsut got a 5 year DLA grant thats not publicly announced yet. Edit: Here is the contract: SAM.gov Here is the Ares post . No official press statement yet to be found. Most certainly due to contractual obligations. : ARES Strategic Mining Inc. on X: "⚡AI data centers demand big power, and @aressmining is proud to be included in the @ENERGY $3.4B program to expand U.S. nuclear energy capacity. The nuclear fuel cycle, from conversion to enrichment to fuel fabrication, could not happen without fluorspar. @business forecasts" / X

heliumbox

Pretty sure you have a whole lot confused here. Its been a while but I'm pretty sure the lawyer was on the pro side and wanted a stay in the case because he had another case going on (which I believe was about the DEA taking sides?) and the judge told him he could but there was a solid chance it'd delay the process and he might not be the presiding judge any longer and then all of the shit came out about how the DEA was working with SAM. Anyways, I think Trump is a moron, don't lump me in with that shit.

peterpeer9

# BREAKING NEWS: NEW SAM ALTMAN INTERVIEW: "A DAY IN THE LIFE" > I wake up in the morning at 5AM thanks to my Apple watch (AAPL:+7%) and then I'm out the door (HD:+18%). My assistant brings my coffee (SBUX:+12%) and then I do deep work for 2-3 hours writing code (MSFT:+4%). During my lunch I usually have something cultural catered to office (CMG:+23%) and browse the paper (NYT:+5%), I like keeping up with what's going on in the world. Later I work more and head home (TSLA:+17%)

CardiologistEqual336

SAM

Ian123000321

[https://dataroma.com/m/holdings.php?m=SAM](https://dataroma.com/m/holdings.php?m=SAM)

FastFwdFrank

Stole this from someone on X. Not exactly what you’re looking for but it is extremely thorough: “You are an equity research analyst. Produce a rigorous, source-backed investment memo on {Company} [{Ticker}] with a clear Buy, Hold, or Sell call. Rules for research and writing 1) Use only verifiable, recent sources. Prioritize official filings, earnings materials, investor presentations, regulatory documents, reputable industry data, and high quality media. Cite every non-obvious fact with a link and date. 2) Separate facts from interpretation. Tag each paragraph as Fact, Analysis, or Inference. 3) Use precise dates. Avoid vague time references. 4) Quantify claims. Show math for derived metrics. Use tables where helpful. 5) Note uncertainty. Call out missing data and state assumptions. Deliverables A) Executive summary (8 to 12 bullets): snapshot, thesis, rating, price targets and time frames, key drivers, key risks, near-term catalysts, and what would change the call. B) Full memo with sections 1 through 15 below. C) Appendix: source list with links and dates, data tables, and a simple operating model. 1) Thesis framing (purpose: define what must be true to create value) - State the core investment question in one sentence. - List 3 to 5 thesis pillars that would make the stock attractive. - List disconfirming evidence to test that could break the thesis. 2) Market structure and size (purpose: size the prize and trajectory) - Quantify TAM, SAM, SOM. Segment by product line, customer size, industry, and geography. - Identify growth drivers: regulation, replacement cycles, macro activity, technology adoption. - Estimate current penetration and runway. Compare against peer adoption curves. 3) Customer segments and jobs to be done (purpose: map who buys and why) - Describe mix by size band and industry. Identify buyer roles and budget owners. - Detail core workflows and pain points. Explain mission criticality. - Assess switching costs and vendor lock-in by segment. 4) Product and roadmap (purpose: evaluate product-market fit and durability) - Summarize core modules and adjacent products. Call out differentiators. - Compare depth vs breadth versus best point solutions. - Explain implementation time, integrations, configurability, and typical time to value. - Provide quality and reliability signals: uptime, incident history, mobile performance. - Roadmap credibility: stated milestones versus delivery track record. 5) Competitive landscape (purpose: position the company) - Identify direct and indirect competitors by segment and size. - Compare pricing, packaging, and feature gaps. Include switching friction and contract terms. - Summarize win or loss reasons from reviews, case studies, and disclosed data. 6) Go-to-market and distribution (purpose: test scalability of new-logo engine) - Break down demand sources: inbound, outbound, partner referrals, marketplaces. - Sales productivity: ramp, quota attainment, conversion rates where disclosed or inferred. - Role of channels and partnerships: integrations, OEMs, platforms. - Services and customer success model. Training and community as moat. 7) Retention and expansion (purpose: quantify durability of revenue) - Report gross and net dollar retention by cohort and segment if disclosed or estimable. - Explain logo churn drivers and timing. Provide a churn curve if possible. - Identify expansion vectors: seat growth, module attach, usage-based add-ons. - Discuss contract length, renewal mechanics, and price increase policies. - Include reference-call insights or credible review synthesis. 8) Monetization and embedded finance if applicable (purpose: understand usage economics) - Revenue streams and pricing model. For payments or fintech: share of customers active, GTV penetration, take rate by tender type, blended margin, cost stack, fraud exposure, and who holds credit risk. - Revenue recognition: gross vs net. Seasonality and cyclicality. - ARPU uplift from usage products. Payback on onboarding. 9) Unit economics and efficiency (purpose: test scalability with profitable growth) - CAC, payback period, magic number, LTV to CAC by segment if available or estimable. - Contribution margin by line: software vs usage vs services. - Cohort profitability and cash contribution over time. - Implementation and support cost over customer lifetime. 10) Financial profile (purpose: link operations to financial outcomes) - Revenue mix and growth by component. Gross margin by line. Operating leverage path. - Rule of 40 and efficiency trends. GAAP to cash flow bridge. - Leading indicators: billings, RPO, backlog. - SBC, dilution, and share count trajectory. - Liquidity, working capital needs, and path to FCF breakeven and target margin. 11) Moat and data advantage (purpose: assess defensibility) - Workflow depth and data lock-in. Network or ecosystem effects if present. - AI or analytics differentiation with measurable outcomes. - Integration footprint and practical switching costs. 12) Execution quality and organization (purpose: evaluate management and operating cadence) - Leadership track record and stability. Org design and succession. - Engineering velocity: release cadence, defect and incident rates where available. - Customer sentiment: CSAT, NPS, peer review sites, and community signals. 13) Risk inventory and mitigants (purpose: make downside explicit) - Macro, regulatory, competitive, operational, and concentration risks. - Payments, credit, or compliance risks if relevant. - Implementation complexity and time-to-value risks. - For each risk, propose leading indicators and mitigations. 14) Valuation framework (purpose: value with cross-checks) - Public comps table: growth, gross margin, operating margin, Rule of 40, EV to revenue, EV to gross profit. Normalize for any usage or payments reporting differences. - DCF with explicit drivers and sensitivity bands. - Cross-checks: cohort NPV math, S-curve adoption, unit economics to enterprise value sanity checks. 15) Scenarios, catalysts, and monitoring plan (purpose: set expectations and triggers) - 12 to 24 month bear, base, bull cases. Specify NRR, new logos, pricing or take rate, margins, SBC, and share count. Assign probabilities that sum to 100 percent. - Near-term catalysts: product launches, pricing changes, partnerships, market entries, M&A, regulatory outcomes. - Early warning indicators: churn spikes in small cohorts, backlog slippage, uptime incidents, pricing pushback. - What would change my mind: three positive and three negative triggers. Output format - Executive summary - Rating with price targets and time frames - Investment thesis and variant perception - Detailed sections 1 through 15 - Tables and charts embedded - Source list with links and dates - Appendix with model assumptions and calculations Quality bar - No generic claims. Back important statements with numbers and citations. - Label any speculation as Inference. - Be concise and structured. Prefer bullets and tables.

IllCamel5907

>where is SAM Hopefully, in the depths of hell where he belongs.

No_Love_Gained

Btw where is SAM on all this? Does anyone follow him on twitter/X ?

Ornery-Turn-373

Drink SAM ADAMS $SAM

Ornery-Turn-373

SAM Adams Octoberfest $SAM

71651483153138ta

It's not just the 5B$ but also the implication that nvidia wants to keep intel alive. People keep focusing on intel's fabs but nvidia's reasoning might also have to do with getting control over both CPU(x86-64) and GPU design so they can do the same as AMD with their SAM technology.

KAI5ER

OOF This guy is not a fan of cannabis. [https://www.heritage.org/health-care-reform/commentary/rescheduling-cannabis-downwards-would-be-huge-mistake](https://www.heritage.org/health-care-reform/commentary/rescheduling-cannabis-downwards-would-be-huge-mistake) its very interesting that Ive heard SAM use some of these terms verbatim. "The cannabis sold today is [far more powerful](https://www.congress.gov/116/meeting/house/110381/witnesses/HHRG-116-IF14-Wstate-VolkowN-20200115.pdf) than the version smoked at Woodstock."

sadandconfused32

GOOGLE STRIKES BACK LOOKS LIKE DEMIS HASABIS IS COOKING SAM ALTMAN. #1 on the app store

hambone_83

You guys do you but lots of things happening in cannabis * Congressional committee setup to discuss illegal Chinese MJ operations * Administration to issues warnings for MJ use in children * DOJ cleaning out a bunch of pending MJ/hemp rules but leaving rescheduling alone * House committee approved spending bill that tries to block rescheduling that used SAM language in it. (Which will die in the Senate) Not saying this means S3 is a sure thing but sure looks like some pieces are being aligned for something more significant. Everyone in here focusing on one statement of a "few weeks" instead of watching what's going on. I'm personally not adding money on the above news but I'm also not selling because they are a pubic hair over the timeline of what "a few weeks" means

infinite_cura

I am here to troll nor scare ppl off. It has been real pain since the moment Biden declared this plan to reschedule. There has always been some unexpected delays or procedural hiccups. Does GOP or DJT really want the reform? Even after DJT calls for S3, would bureaucratic procedures and other challenges from SAM be shortened? I don't think this is going to be a short trip to final S3 and, even more, just because they get S3 and save taxes, it's not retroactive. they still owe past taxes and even with S3, many are and will struggle. If no S3? Many will die.

NoPattern4880

SAM'S analysis Based on the Charts as they are. Excellent trade Ideas! #STOPTRADINGINTHEDARK 9/9/2025 https://preview.redd.it/0dajm4rb19of1.png?width=636&format=png&auto=webp&s=e8df1191556956b62e132bd73acf62f8ded27b92 Ask SAM!

NoPattern4880

SAM'S analysis Based on the Charts as they are. Great Ideas! #STOPTRADINGINTHEDARK 9/9/2025 https://preview.redd.it/3qnqgkw319of1.png?width=637&format=png&auto=webp&s=0e56b9cfa0d9bd45ec0faba526f9751a8ee484a8

NoPattern4880

SAM'S A.I powered analysis Based on the Charts as they are good Ideas! #STOPTRADINGINTHEDARK 9/9/2025 https://preview.redd.it/zglghsey09of1.png?width=635&format=png&auto=webp&s=0b8ac00b9c930536fbbe27f2226ee921dccb8ada

NoPattern4880

SAM'S analysis Based on the Charts as they are good Ideas! #STOPTRADINGINTHEDARK 9/9/2025 https://preview.redd.it/t5hcgrym09of1.png?width=634&format=png&auto=webp&s=a3c7af87c36956f75f66f1109833bce3b47536a7 ASK SAM

NoPattern4880

SAM'S analysis Based on the Charts as they are good Ideas! #STOPTRADINGINTHEDARK https://preview.redd.it/nhd7rajd09of1.png?width=637&format=png&auto=webp&s=cd893a5f16273c0a93a1b3644964dfe7933c97f5

Ok-Replacement9595

They will lose reaganite boomers and evangelicals who bought Nixon Era drug propaganda whole heartedly. We laugh at SAM here all the time here, but that shit has an audience. Politically they have been/are still playing the hard on crime/drugs card so long they can't do anything else. Politicians, especially on the right have no other answer anymore than to scare their voters about crime drugs and minorities, and then say they answer it by funding police, harsher sentences, over-policing. I bet what they are actually doing behind closed doors is workshopping messaging yo get around this fact. That is what is taking so long.